What if we do not know much about our competitors today?

Part of the program includes structured research to understand your competitive landscape. CasperB2B builds a usable picture of the market without requiring a large internal research effort from your team.

Competitor Takeover Strategy | CasperB2B

Q: Do we have to name competitors in our marketing?

Not necessarily. Sometimes it makes sense and sometimes it does not. CasperB2B recommends an approach that fits your brand, risk tolerance, and industry norms—ranging from soft comparison language to explicit naming where appropriate and allowed.

Q: Will this require major changes to our pricing or product?

Not always. While pricing or packaging adjustments can help, many wins come from clearer positioning, better communication, and smarter targeting rather than starting over.

Q: What do you need from us to begin?

CasperB2B starts with access to your current messaging, offers, and any information you have on competitors or recent deals, then runs a structured discovery and competitive review to frame the first wave of takeover plays and a simple rollout plan.

You don’t have to fight the whole market. You only need to win the customers your competitors are taking for granted. The Competitor Takeover Strategy is a structured program that shows you where rivals are vulnerable—and gives your team a clear, ethical plan to win and keep their best-fit customers.

Instead of guessing, chasing every lead, or copying what others do, CasperB2B helps you build takeover plays based on insight, sharper positioning, and disciplined execution across marketing, sales, and customer experience.

How It Works

Four Phases to Win Customers From Competitors on Purpose

The goal is simple: make it easier and safer for the right competitor customers to switch to you. These four phases give your team a clear path from “we think we should be winning more deals” to “we know exactly who, why, and how.”

Phase 1 · See the Board

Competitive Intelligence & Positioning Map

We start by getting clear on who you’re really competing with, what they promise, and where they’re failing customers—so you can take the high ground, not just shout louder.

Side-by-side review of core competitors, offerings, and go-to-market patterns.
Analysis of messaging, pricing, channels, and customer experience by segment.
Identification of gaps, broken promises, and frustration points worth targeting.
Positioning map that shows how you can credibly be the smarter, safer choice.

Start With a Competitor Review

Ideal first step if you know you’re losing winnable deals but aren’t sure exactly why.

Phase 2 · Design the Plays

Takeover Plays & Market Capture Plan

Once we know where the cracks are, we turn that insight into focused “plays” that put you in front of the right prospects with the right offer at the right moment.

Competitor-specific messaging and “why switch now” narratives your team can use.
Target lists or segments built around high-fit, high-frustration groups.
Channel strategy that shows where to show up—and where competitors are weak or absent.
Offer construction (trials, guarantees, bundles) that lowers perceived risk to switch.

Design Our Takeover Plays

Give your team clear plays instead of vague directives to “go win more deals.”

Phase 3 · Execute

Execution Campaigns & Switch Pathways

Strategy only matters if it turns into consistent execution. We help you launch campaigns and outreach that give frustrated competitor customers a clear path toward you.

Competitor-aware ad campaigns and landing experiences that speak their language.
Outbound or ABM flows aimed at “switch-ready” accounts, not cold guesses.
Sales enablement: talk tracks, email templates, and objection handling for “why leave them and choose us.”
Simple “switch pathways” so prospects know exactly what moving over looks like.

Launch Takeover Campaigns

Make it easy for the right customers to lean toward you instead of staying stuck.

Phase 4 · Lock In the Win

Retention & Momentum Loops

Winning a new customer from a competitor is half the game. The other half is confirming they made the right call and using those wins to strengthen your next wave of takeover plays.

Fast-start onboarding paths designed specifically for “just switched” customers.
Check-ins and success milestones that reinforce their decision to move to you.
Referral and story-capture flows tied to these wins, without turning it into hype.
Feedback loops so each takeover wave is sharper than the last.

Make Our Competitor Wins Stick

Reduce churn, increase confidence, and turn each win into fuel for the next one.

Is This For You?

When a Competitor Takeover Strategy Makes the Most Sense

This program is built for teams that are already winning some good business—and know they could be taking more share from the status quo if they were more focused and coordinated.

You’ll get the most value if:

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You can name 1–3 competitors whose customers would be a strong fit for you.
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You suspect you’re losing winnable deals to “safe” incumbents or unclear differentiation.
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Your team is busy but willing to focus on a small number of high-impact plays.
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You want to grow share without racing to the bottom on pricing.

This is probably not a fit if:

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You don’t yet have a clear core offering or reliable delivery.
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You’re looking for a quick advertising trick, not a coordinated growth strategy.
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You want aggressive, attack-style campaigns that don’t align with your brand or values.

Your Competitors Have a Plan to Win Your Customers. Do You Have a Plan to Win Theirs?

The Competitor Takeover Strategy gives you a clear, structured way to move from “we should be winning more deals” to actually capturing and keeping the customers that fit you best—on purpose, not by accident.

Talk to CasperB2B About Takeover

Prefer to talk now? Call 1-207-222-7737 and ask about the Competitor Takeover Strategy.

Competitor Takeover Strategy · Frequently Asked Questions

Leaders usually have the same handful of questions before committing to a focused takeover effort. Here are straightforward answers so you can see how this works in practice.

Is this about attacking competitors directly?

No. The focus is on serving customers better, not attacking people. We help you ethically highlight where you are a better fit, and make it easier for dissatisfied customers to move toward you without turning it into a public fight.

Do we have to name competitors in our marketing?

Not necessarily. Sometimes it makes sense, sometimes it doesn’t. We’ll recommend an approach that fits your brand, risk tolerance, and industry norms—ranging from soft comparison language to explicit naming where appropriate and allowed.

What if we don’t know much about our competitors today?

That’s common. Part of the program includes structured research to understand your competitive landscape. We’ll build a usable picture of the market without requiring a huge internal research project from your team.

How long does a typical takeover campaign take to show results?

Timelines vary by industry and sales cycle, but most teams begin seeing signal—more conversations with the right buyers, better-fit leads, and early “won from competitor” deals—within roughly 60–90 days of launching focused takeover plays.

Can this work if we’re smaller than our competitors?

Yes. Smaller, sharper players often have an advantage because they can move faster and serve specific segments better. The strategy is about focus and fit, not who has the biggest budget or most people.

Will this require major changes to our pricing or product?

Not always. Sometimes pricing or packaging adjustments help, but many of the biggest wins come from clearer positioning, better communication, and smarter targeting—not starting over from scratch.

Can you support our internal marketing and sales teams during execution?

Yes. CasperB2B can act as a strategic backbone for your internal teams—helping with campaign design, messaging, assets, and reviews so the takeover plan is implemented consistently, not just documented.

What do you need from us to begin?

We’ll start with access to your current messaging, offers, and any information you have on competitors or recent deals. From there we run a structured discovery and competitive review to frame the first wave of takeover plays and a simple rollout plan.

What a Competitor Takeover Strategy Changes for Your Business

When you stop trying to grow “everywhere” and start growing specifically at your competitors’ expense, decisions get clearer. Your team knows which customers to prioritize, why they should move, and what to do to confirm they made the right call after they switch.

Sharper focus. Your team understands exactly which competitor customers and segments to go after—and which ones to stop chasing.
Higher-quality customers. You attract buyers who are actively looking for a better fit than their current provider, not just bargain hunters.
Faster revenue impact. Takeover wins often close faster and at healthier deal sizes than cold, from-scratch opportunities.
Stronger reputation. Visible wins against recognizable players build confidence with your market and your own team.
Better leverage. As your share grows in key segments, your negotiating power with vendors and partners improves.
More defensible position. You’re no longer just “another option”—you become the clear alternative to a specific status quo.

Ready to Win Customers Your Competitors Can’t Keep?

If you know you should be winning more deals from the same handful of competitors—but aren’t sure where to start—the Competitor Takeover Strategy gives you a concrete, executable plan to change that.

For immediate questions, call 1-207-222-7737 and mention the Competitor Takeover Strategy.

This program description is for informational purposes and can be adapted to different industries, deal sizes, and growth stages.